Sage Enterprise Intelligence is an intuitive enterprise intelligence resolution built-in together with your Sage enterprise administration system to assist enterprise customers scale back time spent on evaluation and reporting and make sooner, better-informed choices. It empowers all customers with a easy resolution to entry and analyse information in a self-sufficient method, which eliminates the necessity for disparate instruments and specialised expertise and might scale back time to resolution.
Sage Enterprise Intelligence provides enterprise customers, managers, and executives the facility to analyse and create enterprise studies, dashboards, and views. On this weblog, we are going to check out how we are able to create a report in Sage Enterprise Intelligence.
Observe these steps for perception into how you can create studies for views in Sage Enterprise Intelligence (SEI).
Step 1 :- The report may be discovered within the Command Heart on the left facet of the display screen. Now choose any folder or create a brand new folder, then proper click on on a folder and choose “Create New Report.”
Step 2 :-This can open up the save properties display screen proven beneath. Give your report a brand new title within the Description subject. Then select the way you need to publish this report “public” so different customers with entry to the gross sales orders course of can run your new graph report, or “personal” if you wish to hold it distinctive to your log in. You may also edit if you would like a immediate field to open when the graph is run so you possibly can replace the filters. For our instance, we’ve stored the brand new graph public however don’t must edit the filters every time, so we’ve declined the immediate. When you hit the save button on the backside, it can save the report.
Step 3 :-After creating the report, the report will open as proven within the beneath determine, and you must double click on on the highlighted subject the place it’s talked about to double click on so as to add a header to the report.
Step 4 :-After clicking on the sphere, a brand new window might be opened the place we have now to jot down the header, or you possibly can add a picture additionally.
Step 5 :-Now add a view to the report by dragging the view. For instance, we have now used “Bill by Buyer.” and after inserting the view, it can seem like what’s proven within the determine.
Step 6 :-We will additionally add a customized calculated subject within the report for which we go to the widget and choose and drag customized calc. to the place we have now to insert it.
Step 7 :-Utilizing calculated fields, we are able to insert a brand new title , sum of any subject, and so on. as proven within the beneath determine.
Step 8 :-As soon as you’re pleased with the format of the report, click on the floppy disc save icon on the fitting of the display screen and click on Save As.
This weblog teaches us how you can use SEI’s views to construct studies (Sage Enterprise Intelligence).
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